403(b) Plans, Accounts or Annuities

2,058 topics in this forum

1. 403(b) Cash or Deferred?

   By Patricia Neal Jensen, May 28, 2019   

   • 403(b) employer contribution?
   • 4 replies
   • 911 views
   • 
   • loserson
   • June 12, 2019

2. 403(b) catch up order

   By Guest dietpepsi, August 18, 2004
   • 2 replies
   • 2k views
   • 
   • Guest
   • August 18, 2004

3. 403(b) catch-ups/EGTRRA

   By Guest gmann, August 22, 2001
   • 5 replies
   • 2.2k views
   • 
   • mbozek
   • May 7, 2002

4. 403(b) Church Plan

   By MBCarey, August 1, 2005
   • 3 replies
   • 2.5k views
   • 
   • MBCarey
   • August 2, 2005

5. 403(b) Church plan and nondiscrimination testing

   By katieinny, June 11, 2008
   • 3 replies
   • 4.5k views
   • 
   • ERISAnut
   • August 28, 2008

6. 403(b) church plan rollover

   By Guest mullis, June 22, 2000
   • 1 reply
   • 1.8k views
   • 
   • Carol V. Calhoun
   • June 28, 2000

7. 403(b) combined with New Comp plan

   By dmb, February 1, 2006
   • 1 reply
   • 2.1k views
   • 
   • AndyH
   • February 1, 2006

8. 403(b) Continuing Education

   By Guest mike webb, March 6, 2002
   • 6 replies
   • 2.7k views
   • 
   • Guest
   • March 8, 2002

9. 403(b) contribution - employer and employee

   By Guest mcube, April 8, 2007
   • 0 replies
   • 1.2k views
   • 
   • Guest
   • April 8, 2007

10. 403(b) Contribution for previous years service- affect 415 Limit?

    By jane123, March 31, 2005
    • 6 replies
    • 2.1k views
    • 
    • Guest
    • April 5, 2005

11. 403(b) contributions - law changed?

    By Guest Mary Ann, October 23, 2002
    • 8 replies
    • 2k views
    • 
    • Guest
    • October 25, 2002

12. 403(b) Contributions as result of USERRA

    By Guest ceparker, August 25, 2005
    • 0 replies
    • 2k views
    • 
    • Guest
    • August 25, 2005

13. 403(b) contributions by governmental employers

    By Guest CinANC, May 22, 2002
    • 12 replies
    • 3k views
    • 
    • QDROphile
    • September 23, 2002

14. 403(b) Controlled Groups

    By 52626, April 28, 2020
    • 2 replies
    • 1.2k views
    • 
    • Kevin C
    • April 28, 2020

15. 403(b) Correction - EPCRS

    By Guest ccl, April 13, 2009
    • 4 replies
    • 2.4k views
    • 
    • panther
    • December 2, 2010

16. 403(b) coverage

    By Guest dietpepsi, August 16, 2005
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • August 16, 2005

17. 403(b) custodial accounts

    By Lori Foresz, April 20, 2004
    • 2 replies
    • 2.5k views
    • 
    • mbozek
    • April 21, 2004

18. 403(b) Def. of "related employer" for Educational organization

    By Guest ebailey, April 7, 2009
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • April 8, 2009

19. 403(b) Deferral Limits

    By Guest Melissa Winslow, August 30, 2002
    • 1 reply
    • 1.8k views
    • 
    • Michael Devault
    • August 30, 2002

20. 403(b) Defined Benefit Plan

    By Guest cjk, September 23, 2004
    • 3 replies
    • 1.7k views
    • 
    • mbozek
    • September 23, 2004

21. 403(b) Deselected/Frozen/Terminated Plan, Distributable Event, In-Service Distribution, & Direct Rollover WITHIN Same Employer (NOT An "Exchange")

    By Guest willwillie, May 15, 2008
    • 2 replies
    • 3.5k views
    • 
    • WDIK
    • June 3, 2008

22. 403(b) design questions

    By Guest cease, June 10, 2003
    • 3 replies
    • 1.9k views
    • 
    • mbozek
    • June 11, 2003

23. 403(b) direct tranfer

    By Guest bgholtz, August 31, 1999
    • 9 replies
    • 2.8k views
    • 
    • Guest
    • September 3, 1999

24. 403(b) directly converted to Roth IRA - withholding issue

    By Guest orangegrease, March 10, 2010
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 10, 2010

25. 403(b) discontinuance a distributable event?

    By R. Butler, June 13, 2003
    • 3 replies
    • 2k views
    • 
    • R. Butler
    • June 16, 2003

26. 403(b) Distribution/Bankruptcy

    By R. Butler, May 24, 2002
    • 0 replies
    • 1.9k views
    • 
    • R. Butler
    • May 24, 2002

27. 403(b) distributions

    By R. Butler, October 9, 2008
    • 4 replies
    • 3k views
    • 
    • QDROphile
    • April 23, 2013

28. 403(b) Distributions

    By Nassau, June 9, 2008
    • 1 reply
    • 1.8k views
    • 
    • J Simmons
    • June 9, 2008

29. 403(b) Distributions Treated as Housing Allowance

    By DTH, February 2, 2017
    • 3 replies
    • 6.7k views
    • 
    • DTH
    • February 2, 2017

30. 403(b) distributions. What to do.

    By Guest slware, November 4, 2004
    • 14 replies
    • 3.5k views
    • 
    • Guest
    • November 18, 2004

31. 403(b) Document

    By Dougsbpc, April 30, 2007
    • 1 reply
    • 1.9k views
    • 
    • TLGeer
    • June 2, 2007

32. 403(b) Document Requirement Update?

    By Guest ajames, February 23, 2006
    • 5 replies
    • 2.8k views
    • 
    • GBurns
    • April 15, 2006

33. 403(b) early distributions

    By Guest Vicki, June 5, 2001
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • June 6, 2001

34. 403(b) Eligibility

    By Guest William Reimers, January 13, 2000
    • 1 reply
    • 2.1k views
    • 
    • IRC401
    • January 20, 2000

35. 403(b) Eligibility

    By Guest amm19, October 1, 2001
    • 4 replies
    • 2.6k views
    • 
    • Carol V. Calhoun
    • October 8, 2001

36. 403(b) eligibility for employer contributions?

    By Guest, August 25, 2000
    • 3 replies
    • 2.5k views
    • 
    • Carol V. Calhoun
    • September 1, 2000

37. 403(b) Eligibility Question

    By mlp0816, October 24, 2013   

    • Employee Classification
    • 0 replies
    • 1k views
    • 
    • mlp0816
    • October 24, 2013

38. 403(b) Employer Contribution

    By Guest darrensoup, April 7, 2005
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • April 7, 2005

39. 403(b) Employer Contribution

    By MBCarey, April 9, 2003
    • 2 replies
    • 2.9k views
    • 
    • Everett Moreland
    • April 9, 2003

40. 403(b) Employer Contribution Eligibility

    By Guest PAINPA, September 19, 2006
    • 5 replies
    • 2.9k views
    • 
    • Guest
    • September 21, 2006

41. 403(b) employer contributions

    By Guest ajjenkins, October 22, 1998
    • 0 replies
    • 2.4k views
    • 
    • Guest
    • October 22, 1998

42. 403(b) Employer Contributions and VCP

    By Randy Watson, February 2, 2011
    • 4 replies
    • 1.8k views
    • 
    • Randy Watson
    • February 8, 2011

43. 403(b) Erisa Covered Plan with Excluded Classes

    By Guest Nabiyah1, June 21, 2001
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • June 21, 2001

44. 403(b) ERISA v. non-ERISA post Advisory Opinion 2012-02A.

    By Belgarath, September 24, 2013
    • 10 replies
    • 4.5k views
    • 
    • Patricia Neal Jensen
    • February 12, 2018

45. 403(b) exchange/transfer

    By Nassau, October 9, 2008
    • 3 replies
    • 1.4k views
    • 
    • Appleby
    • October 17, 2008

46. 403(b) failing ACP test

    By Santo Gold, August 22, 2011
    • 4 replies
    • 3.7k views
    • 
    • ETA Consulting LLC
    • July 17, 2012

47. 403(b) for HCEs / 401k for NHCEs

    By austin3515, May 19, 2020
    • 3 replies
    • 863 views
    • 
    • austin3515
    • July 10, 2020

48. 403(b) for religious school--church-controlled org?

    By Guest Penelope, June 27, 2006
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • June 27, 2006

49. 403(b) for Schools

    By wsp, May 23, 2006
    • 33 replies
    • 10.7k views
    • 
    • Guest
    • June 14, 2006

50. 403(b) has not been filing 5500s

    By RayJJohnsonJr, October 18, 2012
    • 6 replies
    • 1.5k views
    • 
    • RayJJohnsonJr
    • October 23, 2012